See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,936 | $162,781-26.3% | $133,956-10.5% | $158,922-24.5% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 17.58% | 41.94%-24.4pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,047 | $4,975-38.8% | $3,919-22.3% | $4,761-36.0% |
| Participant deferral / active EE | $6,820 | $5,911+15.4% | $5,048+35.1% | $5,982+14.0% |
| Admin fee / account holder | $47 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |